Ridley Cove Financial Advisors provides financial reviews and investment management services. Financial reviews cover retirement and education funding. Investment management uses mutual funds and exchange-traded funds (ETFs) to build diversified portfolios. Ridley Cove also manages held-away accounts, such as 401(k)s, through a third-party platform.
Assets Under Management$36M
Clients70
Advisors1
Avg. per Client$520K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Ridley Cove may negotiate alternative fees depending upon the complexity of a client situation, types of assets to be managed, anticipated future additional assets, and other factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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